VYM Vanguard High Dividend Yield ETF | $36,464,570 | $788,884 â–² | 2.2% | 230,745 | 10.9% | ETF |
JCPB JPMorgan Core Plus Bond ETF | $33,555,016 | $1,705,565 â–² | 5.4% | 714,849 | 10.0% | ETF |
DFAI Dimensional International Core Equity Market ETF | $28,997,456 | $2,688,921 â–² | 10.2% | 702,969 | 8.6% | ETF |
IWY iShares Russell Top 200 Growth ETF | $26,388,806 | $877,961 â–² | 3.4% | 90,802 | 7.9% | ETF |
DFAS Dimensional U.S. Small Cap ETF | $24,547,015 | $219,189 â–² | 0.9% | 298,118 | 7.3% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $16,428,061 | $438,287 â–² | 2.7% | 355,971 | 4.9% | ETF |
VO Vanguard Mid-Cap ETF | $16,222,726 | $12,546,953 â–² | 341.3% | 201,349 | 4.8% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $13,705,949 | $957,240 â–² | 7.5% | 340,859 | 4.1% | ETF |
IVV iShares Core S&P 500 ETF | $13,139,899 | $285,324 â–² | 2.2% | 17,546 | 3.9% | ETF |
IXUS iShares Core MSCI Total International Stock ETF | $10,675,073 | $2,352,217 â–¼ | -18.1% | 111,851 | 3.2% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $9,406,032 | $616,257 â–² | 7.0% | 185,890 | 2.8% | ETF |
BNDX Vanguard Total International Bond ETF | $9,134,736 | $375,139 â–² | 4.3% | 188,617 | 2.7% | ETF |
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | $8,683,163 | $378,901 â–² | 4.6% | 259,509 | 2.6% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $6,772,284 | $1,159,997 â–² | 20.7% | 85,693 | 2.0% | ETF |
LLY Eli Lilly and Company | $6,689,513 | $160,731 â–² | 2.5% | 5,577 | 2.0% | Healthcare |
DFGR Dimensional Global Real Estate ETF | $6,404,961 | $282,226 â–² | 4.6% | 221,089 | 1.9% | ETF |
VIG Vanguard Dividend Appreciation ETF | $5,693,821 | $79,268 â–² | 1.4% | 24,063 | 1.7% | ETF |
AGG iShares Core U.S. Aggregate Bond ETF | $4,430,409 | $227,949 â–² | 5.4% | 44,761 | 1.3% | ETF |
MGK Vanguard Mega Cap Growth ETF | $4,331,951 | $3,488,541 â–² | 413.6% | 49,277 | 1.3% | ETF |
VUG Vanguard Growth ETF | $4,097,255 | $3,413,130 â–² | 498.9% | 47,565 | 1.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $3,178,109 | $893,479 â–¼ | -21.9% | 41,215 | 0.9% | ETF |
BND Vanguard Total Bond Market ETF | $3,168,535 | $1,468 â–² | 0.0% | 43,162 | 0.9% | ETF |
BSV Vanguard Short-Term Bond ETF | $2,826,974 | $246,041 â–¼ | -8.0% | 36,285 | 0.8% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $2,072,407 | $63,731 â–² | 3.2% | 40,973 | 0.6% | ETF |
DFAU Dimensional US Core Equity Market ETF | $1,978,313 | $126,433 â–² | 6.8% | 38,273 | 0.6% | ETF |
IVE iShares S&P 500 Value ETF | $1,903,416 | $79,243 â–² | 4.3% | 8,383 | 0.6% | ETF |
IWF iShares Russell 1000 Growth ETF | $1,741,108 | $1,304,651 â–² | 298.9% | 14,022 | 0.5% | ETF |
USMV iShares MSCI USA Min Vol Factor ETF | $1,695,223 | $75,723 â–¼ | -4.3% | 17,574 | 0.5% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,617,776 | $146,454 â–² | 10.0% | 19,574 | 0.5% | ETF |
XMHQ Invesco S&P MidCap Quality ETF | $1,417,752 | $36,573 â–¼ | -2.5% | 12,560 | 0.4% | ETF |
IJR iShares Core S&P Small-Cap ETF | $1,227,035 | $27,439 â–¼ | -2.2% | 8,273 | 0.4% | ETF |
JMUB JPMorgan Municipal ETF | $1,217,955 | $23,099 â–² | 1.9% | 24,044 | 0.4% | ETF |
VOO Vanguard S&P 500 ETF | $1,119,925 | $125,657 â–² | 12.6% | 1,631 | 0.3% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,099,502 | $737 â–¼ | -0.1% | 13,418 | 0.3% | ETF |
FBND Fidelity Total Bond ETF | $1,057,774 | $86,704 â–¼ | -7.6% | 23,253 | 0.3% | ETF |
DFAR Dimensional US Real Estate ETF | $991,709 | $82,300 â–¼ | -7.7% | 37,909 | 0.3% | ETF |
AAPL Apple | $961,288 | $289 â–² | 0.0% | 3,322 | 0.3% | Technology |
T AT&T | $895,526 | $292,720 â–² | 48.6% | 43,262 | 0.3% | Communication Services |
FMB First Trust Managed Municipal ETF | $886,070 | $1,952 â–² | 0.2% | 17,250 | 0.3% | ETF |
JPM JPMorgan Chase & Co. | $881,653 | $58,275 â–² | 7.1% | 2,693 | 0.3% | Finance |
IJS iShares S&P Small-Cap 600 Value ETF | $850,940 | $2,323 â–¼ | -0.3% | 6,226 | 0.3% | ETF |
DFCF Dimensional Core Fixed Income ETF | $769,390 | $15,069 â–² | 2.0% | 18,228 | 0.2% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $762,813 | $54,663 â–² | 7.7% | 14,555 | 0.2% | ETF |
SNA Snap-On | $678,346 | $4,426 â–² | 0.7% | 1,686 | 0.2% | Industrials |
IWL iShares Russell Top 200 ETF | $662,265 | $142,033 â–¼ | -17.7% | 3,581 | 0.2% | ETF |
EFA iShares MSCI EAFE ETF | $607,723 | $27,425 â–¼ | -4.3% | 5,850 | 0.2% | ETF |
MSFT Microsoft | $595,144 | $14,179 â–² | 2.4% | 1,595 | 0.2% | Technology |
FPEI First Trust Institutional Preferred Securities and Income ETF | $576,550 | $2,045 â–¼ | -0.4% | 29,889 | 0.2% | ETF |
IWR iShares Russell Mid-Cap ETF | $521,106 | $33,755 â–¼ | -6.1% | 4,724 | 0.2% | ETF |
AMZN Amazon.com | $507,664 | $63,875 â–² | 14.4% | 2,130 | 0.2% | Consumer Discretionary |
VGSH Vanguard Short-Term Treasury ETF | $505,139 | $505,139 â–² | New Holding | 8,679 | 0.2% | ETF |
NVDA NVIDIA | $504,403 | $29,012 â–¼ | -5.4% | 2,521 | 0.2% | Technology |
SPY SPDR S&P 500 ETF Trust | $499,608 | $26,138 â–² | 5.5% | 669 | 0.1% | ETF |
FITB Fifth Third Bancorp | $480,949 | $2,819 â–¼ | -0.6% | 8,532 | 0.1% | Finance |
CMI Cummins | $468,031 | $2,140 â–² | 0.5% | 656 | 0.1% | Industrials |
VOE Vanguard Mid-Cap Value ETF | $447,215 | $7,114 â–² | 1.6% | 2,263 | 0.1% | ETF |
SCHD Schwab US Dividend Equity ETF | $433,515 | $99,222 â–² | 29.7% | 13,671 | 0.1% | ETF |
CVS CVS Health | $427,538 | $8,172 â–¼ | -1.9% | 4,133 | 0.1% | Healthcare |
EEM iShares MSCI Emerging Markets ETF | $422,893 | $3,147 â–¼ | -0.7% | 6,182 | 0.1% | ETF |
IWD iShares Russell 1000 Value ETF | $412,445 | $6,304 â–¼ | -1.5% | 1,701 | 0.1% | ETF |
SHY iShares 1-3 Year Treasury Bond ETF | $361,364 | $3,284 â–¼ | -0.9% | 4,401 | 0.1% | ETF |
MUB iShares National Muni Bond ETF | $359,558 | $108 â–² | 0.0% | 3,341 | 0.1% | ETF |
GOOGL Alphabet | $332,481 | $11,798 â–¼ | -3.4% | 930 | 0.1% | Communication Services |
VWO Vanguard FTSE Emerging Markets ETF | $330,339 | $39,337 â–¼ | -10.6% | 5,534 | 0.1% | ETF |
IWM iShares Russell 2000 ETF | $312,977 | $24,029 â–¼ | -7.1% | 1,042 | 0.1% | ETF |
BIV Vanguard Intermediate-Term Bond ETF | $300,615 | $1,304 â–¼ | -0.4% | 3,919 | 0.1% | ETF |
JNJ Johnson & Johnson | $299,330 | $254 â–¼ | -0.1% | 1,179 | 0.1% | Healthcare |
XOM ExxonMobil | $298,849 | $16,815 â–¼ | -5.3% | 2,186 | 0.1% | Energy |
VB Vanguard Small-Cap ETF | $297,209 | $3,636 â–¼ | -1.2% | 981 | 0.1% | ETF |
BRO Brown & Brown | $292,979 | $770 â–¼ | -0.3% | 4,567 | 0.1% | Finance |
KR Kroger | $278,650 | $7,274 â–² | 2.7% | 5,018 | 0.1% | Consumer Staples |
VTI Vanguard Total Stock Market ETF | $267,067 | $11,097 â–² | 4.3% | 722 | 0.1% | ETF |
TT Trane Technologies | $266,209 | $2,456 â–² | 0.9% | 542 | 0.1% | Industrials |
CBZ CBIZ | $263,677 | $263,677 â–² | New Holding | 8,219 | 0.1% | Industrials |
MU Micron Technology | $261,335 | $261,335 â–² | New Holding | 226 | 0.1% | Technology |
HD Home Depot | $257,985 | $2,118 â–¼ | -0.8% | 731 | 0.1% | Consumer Discretionary |
IVW iShares S&P 500 Growth ETF | $254,826 | $72,473 â–¼ | -22.1% | 1,853 | 0.1% | ETF |
PG Procter & Gamble | $251,395 | $11,734 â–² | 4.9% | 1,714 | 0.1% | Consumer Staples |
IHAK iShares Cybersecurity and Tech ETF | $249,945 | $249,945 â–² | New Holding | 4,117 | 0.1% | ETF |
VTV Vanguard Value ETF | $246,031 | | 0.0% | 1,129 | 0.1% | ETF |
META Meta Platforms | $242,527 | $5,064 â–² | 2.1% | 431 | 0.1% | Communication Services |
PANW Palo Alto Networks | $232,977 | $232,977 â–² | New Holding | 683 | 0.1% | Technology |
MDYG SPDR S&P 400 Mid Cap Growth ETF | $229,991 | $229,991 â–² | New Holding | 2,052 | 0.1% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $217,313 | $217,313 â–² | New Holding | 3,050 | 0.1% | ETF |
EFAV iShares MSCI EAFE Min Vol Factor ETF | $209,382 | $20,526 â–¼ | -8.9% | 2,387 | 0.1% | ETF |
XLK Technology Select Sector SPDR Fund | $201,663 | $201,663 â–² | New Holding | 1,058 | 0.1% | ETF |
VZ Verizon Communications | $0 | $205,355 â–¼ | -100.0% | 0 | 0.0% | Communication Services |
ELDN Eledon Pharmaceuticals | $0 | $30,800 â–¼ | -100.0% | 0 | 0.0% | Healthcare |
